Bhoopi Kohli, ChFC, LUTCF
2552 Walnut Ave. Ste 140
Tustin, CA 92780

Office: (800) 966-7744
Office: (714) 734-8899

Map and directions
Building, Protecting and Preserving Your Financial Future We strive to help individuals and businesses take control of their financial life. Our comprehensive strategies are designed to help you achieve your financial independence. Relationships have always been at the heart of our practice. Though the financial world is in a constant state of evolution, one element remains crucial to our success: the ability for us to understand and satisfy the needs of our clients. Our customized strategies are tailored to your individual needs. They are built to accommodate your short & long-term goals while building a pathway to sustained financial independence. Our mission continues to defend your best interests while identifying new opportunities.
Free Life Guides
Valuable information and guidance for a variety of life events.
Financial Concepts
Simple explanations for otherwise complex financial issues.
Business Strategies
Strategies for the financial well-being of your business.
Financial Worksheets
Help put your "financial house" in order with these financial worksheets.

Financial Calculators
Check out these handy financial calculators today!

Mental Vitamins
Quotes and articles help your attitude or as "food for thought."
True Stories
Visit the non-profit Life and Health Insurance Foundation for Education and view real life stories about our products in action.
Smart About Money
Learn more about life events and financial decisions from created and maintained by the National Endowment for Financial Education. Specifics below.
Resource Center
Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs